Ausperity Private Wealth

06/08/2026

If you care about helping children in crisis or protecting the environment, making intentional charitable gifts can do more than support the causes you love.

Thoughtfully planned donations can also help reduce your tax liability, letting you give more effectively.

06/05/2026

Just because you earn a high salary and receive big bonuses doesn’t automatically mean you’re building real wealth. One of the smartest strategies for high earners is tax deferral.

By maximizing contributions to tax-deferred retirement accounts like 401(k)s, you can grow your wealth efficiently.

06/03/2026

Jennifer Fisher, ChFC®, BFA™, learned the value of money early from her parents.
Here's the lesson she’s passing down to her children:

"One of the greatest lessons my parents taught me was how to save intentionally. They showed me early on that setting financial goals, working toward them, and eventually achieving them brings a sense of accomplishment that goes far beyond the money itself.

That’s something I hope to pass down to my kids someday, too.

At 2 years old and 7 months old, we’re still in the snack-sharing and sleepless-nights stage, but the foundation starts early. I want them to grow up understanding the value of patience, discipline, and delayed gratification, and to experience the confidence that comes from working toward something meaningful and achieving it."

06/01/2026

It’s graduation season, and not every high school senior plans to go to college. If your child chooses the path of vocational school or trade programs, the good news is they can still use a 529 plan.

For eligibility:

- The school or program must participate in federal student aid programs. You can check if a trade school qualifies using the Federal Student Aid School Code Lookup.
- Apprenticeships need to be registered with the U.S. Department of Labor.

05/29/2026

Happy 529 Day from the Ausperity Private Wealth team! 🎓

Today, we’re celebrating the power of planning ahead and welcoming our amazing summer interns as they join the team this season. From future goals to future graduates, we’re proud to support the next generation both personally and professionally.

Nothing says 529 Day like a team proudly representing their colleges and universities!

05/27/2026

Retirement tax diversification didn't used to be a thing. Pensions existed, 401(k)s didn't, and taxes were simple.

Not anymore.

𝗧𝗮𝘅 𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻

The mix of account types you use matters. By balancing taxable, tax-deferred, and tax-free assets, we help you create flexibility for the years ahead, so you can control your withdrawals, minimize your tax bill, and keep more of what you've built.

05/25/2026

Today we remember the men and women who gave everything in service to our country.

Their sacrifice is why we have the freedom to build, plan, and dream for the future.

Thank you.

05/22/2026

We’re proud to share that Rory was recently featured in Forbes discussing an often-overlooked retirement planning risk: underspending.

While financial planning often centers on growing and protecting wealth, Rory highlights an equally important challenge — helping clients feel confident enough to actually use their plan to enjoy retirement.

At Ausperity, we believe great planning isn’t just about making assets last. It’s about helping clients live the life they worked hard to build.

Read the full article here:

A good retirement plan is not just a number to protect. It’s a system that supports the life you want to live.

05/20/2026

Rory, Shane, and Geoff attended Sanctuary’s Leadership Conference, connecting with leaders and taking in the Army-inspired atmosphere at one of the nation’s most historic military academies.

05/18/2026

“We've used Ausperity since its inception and couldn't be more pleased. Planning our barn build has been seamless from start to finish. They've taken every potential worry out of the process." — Deborah

Thank you, Deborah. We're grateful for your partnership and kind words.

Disclosure: The reviewer is a current client of Ausperity Private Wealth. No compensation was provided for this review. The reviewer is not related to any employee of the firm. Additional reviews of Ausperity Private Wealth are available on our Google Business Profile: tinyurl.com/ausperity-google-reviews